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Tokyo Electron (8035) investor relations material
Tokyo Electron Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary31 Oct, 2025
Executive summary
Q2 FY2026 net sales reached ¥630.0B, up 14.6% year-over-year and 11.2% sequentially from Q1 FY2026.
H1 FY2026 net sales totaled ¥1,179.6B, a 5.2% increase year-over-year, driven by strong demand in the semiconductor market, especially for AI servers and advanced packaging.
Operating income for Q2 FY2026 was ¥158.4B, a 9.5% increase year-over-year and 6.9% sequentially, while H1 FY2026 operating income declined 3.4% year-over-year to ¥303.2B.
Net income attributable to owners for Q2 FY2026 was ¥123.8B, up 5.1% year-over-year and 5.2% sequentially; H1 FY2026 net income attributable to owners was ¥241.6B, down 0.9% year-over-year.
The company operates a single segment: semiconductor production equipment.
Financial highlights
Q2 FY2026 gross profit margin was 45.2%, down 1.0 pts year-over-year; H1 FY2026 gross margin was 45.7%.
Q2 FY2026 operating margin was 25.1%, down 1.2 pts year-over-year; H1 FY2026 operating income margin was 25.7%.
R&D expenses in Q2 FY2026 rose 17.0% year-over-year to ¥72.6B.
Capital expenditures in Q2 FY2026 surged 72.7% year-over-year to ¥91.2B; H1 FY2026 capex was ¥135.4B.
Free cash flow in Q2 FY2026 was ¥89.1B, with cash on hand at ¥455.2B; H1 FY2026 cash and cash equivalents were ¥444.0B.
Outlook and guidance
FY2026 full-year net sales forecast is ¥2,380.0B; operating income projected at ¥586.0B; net income attributable to owners forecast at ¥488.0B.
Net income per share forecast is ¥1,064.77.
Full-year dividend expected to be ¥533 per share, maintaining a 50% payout ratio.
How is AI demand shaping equipment investment?
Explain strategic shareholding reduction plan
What caused the operating income decrease?
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Next Tokyo Electron earnings date
Q3 20265 Feb, 2026
Next Tokyo Electron earnings date
Q3 20265 Feb, 2026
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Frequently asked questions
Tokyo Electron Limited manufactures and sells semiconductor and flat panel display production equipment. It provides solutions for wafer fabrication, etching, deposition, and cleaning used by semiconductor manufacturers worldwide. The company is headquartered in Tokyo, Japan, and its shares are listed on the TSE.
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